纪要精选｜从光通信扩容到散货船接棒

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本期提炼十组具体变化。AI算力需求继续向光通信、供能和制冷外溢，具身智能开始从样机走向采购；化工、出口制造、机床和黄金珠宝出现结构分化；能源与船舶则同时受到供应扰动、需求替代和船型轮动影响。

Episode metadata supplied by the publisher feed · Published Aug 4, 2026

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纪要精选｜从光通信扩容到散货船接棒

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